MSWM
McGlone Suttner Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.8M | Buy |
494,121
+17,739
| +4% | +$1.79M | 7.52% | 4 |
|
|
2025
Q1 | $44M | Buy |
476,382
+6,960
| +1% | +$643K | 7.22% | 4 |
|
|
2024
Q4 | $45.5M | Buy |
469,422
+123,780
| +36% | +$12M | 7.6% | 4 |
|
|
2024
Q3 | $32.9M | Buy |
345,642
+330,752
| +2,221% | +$31.5M | 6.84% | 4 |
|
|
2024
Q2 | $1.21M | Sell |
14,890
-398,060
| -96% | -$32.5M | 0.25% | 46 |
|
|
2024
Q1 | $37M | Buy |
412,950
+398,060
| +2,673% | +$35.6M | 6.93% | 4 |
|
|
2023
Q4 | $1.21M | Buy |
+14,890
| New | +$1.21M | 0.24% | 46 |
|